ProWorkflow
proworkflow.com
ProWorkflow is an industry-leading comprehensive project management tool for teams of 5 to 5,000. With 17 years of experience and more than 3 million projects completed to date, we understand small details through to big data. Track Gantt chart tasks, Kanban boards, time, documents, communications, quotes and invoices. Our powerful API and customizable features let you easily tailor ProWorkflow to your job. World-class customer support and free onboarding makes the decision to join easy.
Magical
getmagical.com
Magical is a productivity app that speeds up repetitive tasks as you work - no APIs or integrations required. Just an browser extension. With a simple keystroke, Magical automates mundane tasks like messaging, data entry, sourcing, and prospecting workflows. Unlike existing automation solutions that are expensive, clunky, and require a technical team to set up, Magical is designed for non-technical users, offering no-build task automations that works across any app. Use Magical to quickly personalize and expand messages as you type, move data from app to app to keep data bases up to date or move data into spreadsheets instantly. You can even use AI to write new messages for your using quick replies or custom prompts - where ever you work. Invite your entire team onto Magical and make everyone more productive by sharing your best message templates or productivity hacks. Magical is free to use!
TaxDome
taxdome.com
Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.
Rocketlane
rocketlane.com
Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience. Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.
Fluix
fluix.io
Fluix is field productivity software that empowers field teams with everything they need to perform at their best - by giving them tools to collect data, manage tasks, and ensure compliance with industry regulations.
Creatio
creatio.com
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.
Process Street
process.st
Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.
Scoro
scoro.com
Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.
Runrun.it
runrun.it
Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks, projects, and workflow. The user clicks on Play and Runrun.it automatically counts hours, allocating costs to clients, projects, and task types. You gain control and insight into the profitability of your projects and clients through a powerful set of data. Try it free.
MindStudio
mindstudio.ai
MindStudio is the unified platform for leveraging AI. Build specialized assistants trained and personalized for every job function, as well as create powerful automations that transform manual workflows into easy-to-use AI tools. Once you've started using MindStudio, advanced analytics and insights help you continue to refine and optimize the way you use AI in your organization. Today's AI models are extremely powerful, and innovation will only continue to progress. The right way to build for the future is to focus on the fundamentals: understanding your organization, describing workflows, and continuously iterating and refining processes. MindStudio gives you access to every large language model, as well as every other innovation in AI, from every vendor—and makes it easy to switch between them or upgrade to new models as they are released.
Puzzle
puzzle.io
Puzzle provides a collaboration platform to visualize how your operations work in just a few clicks. Today, users have mapped over 35,000 workflows in Puzzle to enable their teams to understand exactly how their people, processes, and tools work across teams. When you integrate with your favorite tools, such as Hubspot, Zapier, and Make, you'll be able to create flowcharts in just a few clicks—synced with data from the tools you use most.
Assembly
joinassembly.com
Assembly is a modern AI-driven engagement platform that streamlines recognition, rewards, internal communication, and collaboration across the organization. This single, convenient hub offers comprehensive and versatile engagement solutions, including announcements, AI workplace assistants, contests, surveys, and more. Assembly provides an extensive catalog of rewards, such as gift cards, custom swag, culture rewards, and charity donations, fostering a workplace culture where employees feel valued, appreciated, and connected. Powerful analytics enable managers to gain insights into company sentiment, ensuring an environment where employees feel heard and understood. Recognize Your Team in a Meaningful Way Align core values with recognition to encourage daily embrace by the team. Enhance recognition with a vast catalog of rewards including gift cards, custom swag, culture rewards, and charity donations. Automate Milestones and Anniversary Recognition Celebrate every teammate's birthday or anniversary with automated custom shoutouts. Seamless Integration with Microsoft Teams and Slack Engage seamlessly where you already work, with secure integration and real-time data updates. Input data once for immediate synchronization across platforms. Enhance Employee Engagement Utilize CEO and executive updates, various employee surveys, weekly check-ins, and satisfaction surveys to improve engagement. Streamline Internal Communications Leverage tools like AMA templates, news feeds, help templates, group feeds, icebreakers, idea management, internal wikis, and meeting tools to enhance communication workflows. Boost Team Productivity Use daily recaps, agendas, meeting notes, product feedback, wins lists, and a lightweight sales CRM to increase productivity. Simplify HR & Recruiting Implement surveys for employee benefits, exit interviews, eNPS scores, internal referrals, interview questions, and new hire feedback, alongside contractor time tracking and other HR templates.
Lytho
lytho.com
Lytho Workflow forms part of a Creative Operations Platform built specifically for the needs of creative and marketing teams. Combining the most powerful elements of task and workflow management with the collaborative features of online proofing, Lytho helps teams get more content produced - faster. Do the work you love, automate the rest.
Workmap
workmap.ai
Automate Workflows & Manage Data with Spreadsheet Simplicity.
Zigaflow
zigaflow.com
Streamline. Automate. Grow. Zigaflow offers one single software to simplify your business processes. It's customizable, easy to use and will improve the experience for you, your team and your customers.
SuprSend
suprsend.com
SuprSend is a powerful notification infrastructure that streamlines your product notifications with an API-first approach. Create and deliver transactional, crons, and engagement notifications on multiple channels with a single notification API. What you get with SuprSend? - Multi-tenant support for easy client management - Template management with version controls - In-App Inbox for website and app (React, Angular, JS, Flutter - embedded & Headless components) - SMS, Email, Slack, Teams, WhatsApp, Mobile & web push integration - Batching notifications & Digests - Routing notifications between multiple channels - Brand management to send notifications to customer's end users - Out-of-the-box user preference management - Vendor fallback, switch with auto-intelligent routing - Run campaigns on top of the data warehouse - Real-time logs, analytics, and failure alerts
Parabola
parabola.io
Parabola is the spreadsheet alternative where you combine the data running throughout your company and create automated processes. Pull in data from any source you can imagine—from scattered spreadsheets and tools, to emails and PDFs—and build logic that replicates the manual work you do every day. Use our canvas to combine and transform your data, and surface the results to the right people at the right time so you can do more with the data you rely on. In the process, you’ll codify the steps for every workflow you manage so they become repeatable, shareable, and usable for the whole team. Create solutions for the problems you’ve always wanted to solve, and make your work more shareable and impactful along the way. Parabola is proud to serve companies like Flexport, Sonos, Uber Freight, Brooklinen, and Chubbies and is backed by OpenView Partners, Matrix Partners, Thrive Capital and more.
Kantree
kantree.io
Kantree is a truly flexible work management platform to unleash collective intelligence. By giving full control over the way teams manage their projects and processes, Kantree allows you to take advantage of the talent and domain knowledge for your team members. It helps them to organize, plan and manage their work on a visual, collaborative and easy to use software. With as much freedom as spreadsheets, teams feel more confident and deliver more efficiently.
DocuWare
start.docuware.com
Work smarter: anywhere, anytime by simplifying work in a world of complex information through digitizing, automating and transforming your key business processes. DocuWare’s document management software delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. Its cloud and on-premises products are a recognized best-fit solution for companies seeking to digitize, automate and transform key processes.
Blink
blinkops.com
Automate all things security in the Blink of AI. Blink is a security workflow automation platform designed to make building, collaborating, and scaling all things security & beyond effortless. Whether you prefer code, low-code, or no-code, Blink has got you covered. Easily drag and drop the actions you want into a workflow, leveraging the over 30,000 actions available in the automation library, or use Blink Copilot™ to generate a workflow with a natural language prompt. Use Blink as an automation hub, where security teams go to quickly develop, collaborate, and automate their security ideas. Leverage the platform’s 8,000+ workflows that come out-of-the-box to quickly build workflows for real-time remediation. Generate automation workflows for standalone use cases or build an end-to-end proactive automation strategy, streamlining security responses across your entire organization.
Nrby
nrby.com
Nrby is the smarter way for mobile teams to communicate. Created by veterans of field operations with decades of experience, Nrby is designed to be easy and intuitive to use by field personnel, contractors and managers on mobile, tablet, and desktop. The app features powerful Location Intelligence capabilities, providing executives, directors and managers with a comprehensive overview of all projects, their status, tasks, worker safety and more. For more information please visit: https://nrby.com or email [email protected] to learn more.
Swit
swit.io
Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to drive Employee Connection Where It Counts. Bring your entire company together on a unified platform that supports communication, work management, task tracking, goal setting, and so much more! Swit is flexible and scalable to meet the needs of any organization of any size. Drag and drop emails into Channels or convert them into task cards. Drag and drop task cards into Channels or DMs. Attach Approvals or OKRs directly to task cards. See why Swit is loved by organizations of all sizes from Small Businesses to Enterprise customers.
PIMworks
pimworks.io
PIMworks is a comprehensive Product Information Management (PIM) solution that helps centrally manage all your product information and data. Along with product data management, online retailers and brands can easily manage digital assets, seamlessly syndicate accurate product data to multiple channels, optimize product content compliant with market standards, and stay one step ahead of competitors. PIMworks helps you create customized product content experiences and offers various integrations, including Bigcommerce, Magento, and Shopify, Amazon, to name a few. PIMworks' AI-ML-based product catalog enrichment features help improve product content accuracy. All the teams creating product catalogs can collaborate effectively by creating workflows with our PIM system. The overall product data performance can be monitored and analyzed with insights on the dashboards, and businesses can seamlessly expand their brand visibility with zero complexity with our world-class pim solution.
Gmelius
gmelius.com
Gmelius is the first collaboration platform that integrates natively inside Google Workspace (formerly G Suite), and connects it with the other apps used by your company like Slack or Trello. Gmelius allows teams to collaborate while working from the tools they already know and love. No need to migrate data to a different third-party solution nor to learn how to use another application. Gmelius makes great teamwork happen right from a user's Gmail inbox. Starting with powerful shared inboxes, shared Gmail labels, visual Kanban boards, and smart workflow automations right inside Gmail, Gmelius offers a unique collaboration platform that integrates with the rest of a user's daily apps. A user can connect their favorite tools together with unique 2-way integrations (including Slack and Trello), a public API, or through Zapier. * Simplify email management * Increase transparency and accountability * Automate and optimize the distribution of the workload * Streamline workflows and automate any grunt work Gmelius offers the leading shared inbox solution in the market, and here is why: 1. Gmelius seamlessly integrates with existing tools. Gmelius lives right in a user's Gmail inbox, letting them work in an ecosystem they are comfortable with. This saves time and money on migration, administration, and training. 2. Gmelius scales with needs. Its unique architecture supports both small and large organizations on a daily basis. Its largest customers count 8,000+ active shared inboxes and tens of thousands of users. 3. Gmelius enforces a strict Privacy by Design model. Its headquarters are in Switzerland, Europe, and privacy has always been proactively integrated into the platform. Unlike other services, Gmelius never stores the content of a user's emails.
Flowdash
flowdash.com
Flowdash is the fastest way to build semi-automated workflows. Not every process can, or should, be automated but nobody likes doing mundane, repetitive tasks either. Flowdash helps you build custom workflows faster that are catered to your unique business processes and help drive your business forward.
GuideCX
guidecx.com
GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.
VobeSoft
vobesoft.com
Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.
Kroolo
kroolo.com
Kroolo is reshaping the way people work with a fully integrated Productivity Platform coupled with cutting-edge AI. We believe in making productivity fast, smart, and beautifully simple. Kroolo is not just a platform; it's a dynamic workspace engineered to bring together all essential tools in one centralized workspace - no more jumping from app to app. Our platform seamlessly integrates Projects, Goals, Tasks, Documents, and Collaboration, providing a holistic solution for the way business works today. Key Features: * AI-Powered Efficiency: At the heart of Kroolo lies a powerful AI orchestration engine, Kroo AI. Equipped with over 1,000 templates, Kroo AI ensures the creation of projects, goals, and documents is not only lightning-fast but the results are both highly relevant and immediately useful, setting a new standard for AI-powered productivity. * Seamless Integration: We understand the importance of interconnectedness in today's digital work life. Kroolo allows for full integration with the most popular productivity tools. Bid farewell to duplicate entries and data loss, as Kroolo ensures a smooth, consolidated user experience. * Intuitive Workspace: We built Kroolo to be easy to set up and use. Less time spent learning how tools work, means more time being productive. We think that matters.
Meegle
meegle.com
Meegle is the world’s #1 visualized project management tool powered by the next-gen visual workflow engine. At Meegle, we ensure every process step is interconnected and transparent. With Meegle, you gain a comprehensive view of your projects through intuitive workflow diagrams that illustrate every phase-from high-level plans to detailed tasks. This clarity establishes clear roles and responsibilities while fostering consensus among teams, paving the way for smoother communication and effective collaboration. Moreover, Meegle recognizes that every project is unique. That’s why Meegle offers unparalleled flexibility in configuration and customization. Tailor every aspect of your project from work items to workflows, ensuring that our tool fits your specific needs—whether in software development, retail operations, or hardware development. Our goal at Meegle is to empower teams to explore and continually optimize their workflows and processes, enhancing transparency and driving efficiency. Together, we can transform project management and unlock your team's full potential.
beSlick
beslick.com
beSlick transforms your business, fixing a problem that costs the UK alone £70 billion a year in lost revenue. beSlick's simple, flexible platform provides easy to use task management, powered by your business processes. It encourages employee engagement and feedback, so your business continuously improves to the benefit of both management and employees. Elegantly simple delivery of your difficult process. - Consistent delivery - Operational insight - Continuously improve Don’t have time to implement software yourself? They offer a handholding service to help you get all your key processes captured, embedded and everyone following them. They will: - Identify the main blockers to scaling your business - Pinpoint the key processes that are really holding your business back - Capture and centralise those process from existing documentation or people’s heads - Ensure people want to use them by adding easy to follow instructions and documents - Train your staff how to use beSlick so they see the benefit for themselves - Review and improve the processes on a monthly basis
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